Purchases and Sales Made in Q2 2024 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q2 2024. The information is specifically focused on institutions that hold shares of MICROSOFT CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2024
Q2 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-41- 4.55% |
$16K - $18.6K
|
861
$333K
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-41- 0.46% |
$16K - $18.6K
|
8.79K
$3.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-41- 2.07% |
$16K - $18.6K
|
1.94K
$752K
|
|
|
Jul 31, 2024
Q2 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-41- 5.26% |
$16K - $18.6K
|
738
$286K
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-42- 0.29% |
$16.4K - $19K
|
14.3K
$5.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
SELL
|
- |
-42- 0.45% |
$16.4K - $19K
|
9.25K
$3.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-42- 0.18% |
$16.4K - $19K
|
23.8K
$9.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-42- 0.36% |
$16.4K - $19K
|
11.7K
$4.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-42- 0.23% |
$16.4K - $19K
|
18.6K
$7.19M
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-42- 0.06% |
$16.4K - $19K
|
71.9K
$27.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-42- 0.14% |
$16.4K - $19K
|
29.2K
$11.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-42- 0.35% |
$16.4K - $19K
|
11.8K
$4.58M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-43- 0.34% |
$16.7K - $19.5K
|
12.5K
$4.83M
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-44- 0.66% |
$17.1K - $19.9K
|
6.66K
$2.58M
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.47% |
$17.1K - $19.9K
|
9.41K
$3.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-44- 0.25% |
$17.1K - $19.9K
|
17.7K
$6.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-44- 0.88% |
$17.1K - $19.9K
|
4.93K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-44- 0.19% |
$17.1K - $19.9K
|
23.2K
$8.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-45- 5.32% |
$17.5K - $20.4K
|
801
$310K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-46- 0.16% |
$17.9K - $20.8K
|
28.9K
$11.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-46- 4.86% |
$17.9K - $20.8K
|
901
$349K
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-46- 5.04% |
$17.9K - $20.8K
|
866
$335K
|
|
|
Jul 30, 2024
Q2 2024
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-47- 2.01% |
$18.3K - $21.3K
|
2.29K
$887K
|
|
|
Aug 07, 2024
Q2 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-47- 0.33% |
$18.3K - $21.3K
|
14.2K
$5.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-48- 0.25% |
$18.7K - $21.7K
|
19.4K
$7.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-48- 0.15% |
$18.7K - $21.7K
|
32.9K
$12.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-49- 6.02% |
$19.1K - $22.2K
|
765
$296K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-49- 0.03% |
$19.1K - $22.2K
|
155K
$60M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-49- 0.25% |
$19.1K - $22.2K
|
19.6K
$7.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-49- 0.21% |
$19.1K - $22.2K
|
23.5K
$9.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-49- 0.66% |
$19.1K - $22.2K
|
7.36K
$2.85M
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-49- 1.01% |
$19.1K - $22.2K
|
4.8K
$1.86M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-49- 1.99% |
$19.1K - $22.2K
|
2.41K
$933K
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-50- 1.55% |
$19.5K - $22.6K
|
3.17K
$1.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-50- 0.17% |
$19.5K - $22.6K
|
29.5K
$11.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-50- 0.33% |
$19.5K - $22.6K
|
15.1K
$5.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Wilsey Asset Management Inc
|
SELL
|
- |
-50- 0.04% |
$19.5K - $22.6K
|
111K
$43.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-50- 8.7% |
$19.5K - $22.6K
|
525
$203K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-50- 1.96% |
$19.5K - $22.6K
|
2.5K
$967K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-50- 2.51% |
$19.5K - $22.6K
|
1.94K
$751K
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-50- 2.21% |
$19.5K - $22.6K
|
2.21K
$857K
|
|
|
Aug 02, 2024
Q2 2024
|
Lipe & Dalton
|
SELL
|
- |
-50- 0.72% |
$19.5K - $22.6K
|
6.93K
$2.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-50- 8.67% |
$19.5K - $22.6K
|
527
$204K
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-50- 0.07% |
$19.5K - $22.6K
|
72.3K
$28M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-50- 0.64% |
$19.5K - $22.6K
|
7.8K
$3.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-50- 1.88% |
$19.5K - $22.6K
|
2.61K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Hel Ved Capital Management LTD
Central, K3 |
SELL
|
- |
-50- 0.29% |
$19.5K - $22.6K
|
16.9K
$6.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-50- 0.28% |
$19.5K - $22.6K
|
18.1K
$7.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-51- 1.2% |
$19.9K - $23.1K
|
4.19K
$1.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-51- 1.1% |
$19.9K - $23.1K
|
4.59K
$1.78M
|